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Customer Service Associate Manager, Global Treasury Management

  • Operations
  • Full time
  • R-353777

About this role:

  • Wells Fargo is seeking for Customer Service Associate Manager. Covers jobs responsible for responding to inquiries and issues from customers on a variety of complex financial products, services and/or select customer segments through a variety of channels. Answers inquiries, resolves problems, and provides a best-in-class customer experience while adhering to work guidelines, policies, and regulations.

In this role, you will:

  • Supervise Customer Service Representatives in internal and external customer inquiries, complaints, and disputes resolution tasks and processes to ensure timely completion, quality, and compliance in customer service
  • Identify opportunities for customer service improvement, policy and procedure enhancement, and risk control development in customer service
  • Make daily supervisory and tactical decisions and resolve issues related to customers and colleagues, as well as staffing requirements under direction of customer service management, leveraging interpretation of policies and procedures
  • Collaborate and consult with internal partners, relationship managers, and colleagues to ensure customer satisfaction
  • Interact directly with external customers
  • Manage allocation of people and financial resources for customer service
  • Mentor and guide talent development of direct reports and assist in hiring talent

Required Qualifications:

  • 2+ years of Customer Service, Financial Services or Contact Center experience, or equivalent demonstrated through one or a combination of the following: work experience, training, education
  • 1+ years of leadership experience

Desired Qualifications:

  • Managing different 3 or more processes in Treasury Operations                                        
  • Directing team members; working directly with clients, sales teams, relationship managers, and operations managers to ensure exceptional enrollment processes and service delivery                                          
  • Providing input to senior management on strategies for business, product, and customer service needs                                  
  • Overseeing team recruitment, training, and development                                            
  • Defining and implementing policy and procedures                                           
  • Utilizes creative problem solving to generate solutions and direction for the group                                            
  • Involved and participates in project transitions                                  
  • Works closely with business partners to closely monitor and track volume, team performance and analyze trends                                  
  • Create reports for tracking and analysis                                 

Job Expectations:

  • Runs day to day operations for the Treasury Management.  Has management, leadership and strategic responsibilities for a small to medium unit of nonexempt and/or exempt staff.  Works independently with considerable latitude, managing various production initiatives and projects requiring coordination of resources, budgets and deadlines. Manages supervisors and Team Members to ensure effective delivery of services.
  • Amenable to work on US shift (night shift), weekends off.
  • Amenable to work full-time onsite, Five/NEO, BGC, Taguig City

Posting End Date: 

30 Apr 2024

*Job posting may come down early due to volume of applicants.

We Value Diversity

At Wells Fargo, we believe in diversity, equity and inclusion in the workplace; accordingly, we welcome applications for employment from all qualified candidates, regardless of race, color, gender, national origin, religion, age, sexual orientation, gender identity, gender expression, genetic information, individuals with disabilities, pregnancy, marital status, status as a protected veteran or any other status protected by applicable law.

Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit’s risk appetite and all risk and compliance program requirements.

Candidates applying to job openings posted in US: All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic.

Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process.

Applicants with Disabilities

To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo.

Drug and Alcohol Policy


Wells Fargo maintains a drug free workplace.  Please see our Drug and Alcohol Policy to learn more.

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